Behavioral finance

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas.

Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.

Some retirees have saved all their lives and want to live a little. Or a lot.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.